Heather Rosen

Financial Advisor at NorthRock Partners

Role
Advisor at NorthRock Partners
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Heather Rosen

I have dedicated my career to helping individuals make decisions during the most…

Experience

  1. Advisor

    NorthRock Partners

    Jul 2022 — Present · Chicago, IL, US

    Financial Planning | Risk Management | Cash Flow & Budgeting | Financial Reporting | Employee Benefits | Protection Planning | Mortgages & Lending | Executive Leadership | Client Experience | Investments | Charitable Contributions | Insurance | Retirement Planning | Estate Planning | Tax Preparation | Executive Compensation | Contract Review and Negotiation | Corporate Benefits Planning

Education

  • Penn State University

    B.A. with distinction, Phi Beta Kappa Academic Honor Society

    2004 — 2008

  • Chicago-Kent College of Law, Illinois Institute of Technology

    J.D., Dean's Honor List

    2008 — 2011

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Heather Rosen — Advisor at NorthRock Partners in Chicago, IL, US | Unifers